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iShares US Consumer Staples ETF
241 hedge funds and large institutions have $742M invested in iShares US Consumer Staples ETF in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 52 increasing their positions, 89 reducing their positions, and 40 closing their positions.
New
Increased
Maintained
Reduced
Closed
20% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 40
2% more funds holding
Funds holding: 236 → 241 (+5)
12.01% less ownership
Funds ownership: 185.27% → 173.26% (-12%)
15% less capital invested
Capital invested by funds: $877M → $742M (-$135M)
42% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 89
75% less funds holding in top 10
Funds holding in top 10: 8 → 2 (-6)
Holders
241
Holders Change
+5
Holders Change %
+2.12%
% of All Funds
3.51%
Holding in Top 10
2
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
48
Increased
52
Reduced
89
Closed
40
Calls
$556K
Puts
–
Net Calls
+$556K
Net Calls Change
+$556K
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$56.1M |
| 2 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$7.43M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$4.09M |
| 4 |
WC
Waterloo Capital
Austin,
Texas
|
+$2.27M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.88M |
Top Sellers
| 1 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
-$59.9M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$18.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$14.5M |
| 4 |
Two Sigma Investments
New York
|
-$12.4M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$10.5M |